Vice President Executive Planning Consultant Lakes Region
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as a trusted financial advisor to senior executives, delivering personalized financial planning, retirement income strategies, investment guidance, and asset-management support. You will manage executive relationships, present services, cultivate opportunities through referrals and events, and grow client assets and relationships.
Requirements
- Ability to obtain and maintain FINRA Series 7 and Series 66 registrations
- Ability to obtain an insurance license within six months of hire
- Bachelor's degree
- Minimum 10 years of face-to-face investment sales and financial planning experience
- Financial services sales experience
- Experience with senior executives and employee benefit plans
- Experience developing new business and managing high-net-worth client relationships
- Knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
- Territory management
- Presentation and facilitation
- Communication skills
Responsibilities
- Provide personalized financial planning and investment guidance
- Manage relationships with senior executives
- Integrate workplace benefits into comprehensive financial plans
- Present executive services during business reviews
- Cultivate opportunities through referrals seminars and local events
- Increase assets under management and expand client relationships
- Travel up to 50%
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources